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Hedge Funds Similar to Future Financial Wealth Managment

13F Portfolio OverlapQ2 2026Future Financial Wealth Managment portfolio →
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Most similar hedge funds by 13F overlap

Future Financial Wealth Managment LLC is an institutional investor managing $160M across 132 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Future Financial Wealth Managment are Meridian Financial Partners, GQG Partners, Widmann Financial Services, with shared positions in $LAZ, $DUK, $VZ, $USB, $CI, $T. The full ranking of 25 similar funds is below.

#1Meridian Financial Partners LLCPassive
Some overlap · 4 shared positions
$LAZ$DUK$VZ$USB
$293M
119 positions
#2GQG Partners LLCActive
Some overlap · 4 shared positions
$CI$VZ$DUK$T
$53.8B
102 positions
#3Widmann Financial Services, Inc.Passive
Some overlap · 6 shared positions
$VZ$IRM$DUK$PFE$F$T
$186M
123 positions
#4Center for Wealth Management AdvisoryActive
Some overlap · 4 shared positions
$CI$VZ$DUK$USB
$159M
62 positions
#5TECTONIC ADVISORS LLCPassive
Some overlap · 6 shared positions
$VZ$IRM$DUK$PFE$T$HCXY
$2.1B
289 positions
#6Wallace Advisory Group, LLCPassive
Some overlap · 4 shared positions
$CI$VZ$USB$T
$106M
134 positions
#7Seven Springs Wealth Group, LLCActive
Some overlap · 3 shared positions
$CI$VZ$DUK
$458M
85 positions
#8NEW ENGLAND ASSET MANAGEMENT INCPassive
Some overlap · 5 shared positions
$CI$VZ$DUK$USB$T
$863M
131 positions
#9Disciplined Equity Management, Inc.Smart money
Some overlap · 6 shared positions
$VZ$IRM$USB$PFE$F$T
$226M
45 positions
#10WILSEY ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$CI$VZ$PFE
$681M
28 positions
#11Ranch Capital Advisors Inc.Passive
Some overlap · 5 shared positions
$VZ$IRM$DUK$PFE$T
$316M
157 positions
#12Community Bank of RaymoreActive
Some overlap · 6 shared positions
$IRM$USB$PFE$F$T$DUK
$170M
76 positions
#13Lloyd Advisory Services, LLC.Passive
Some overlap · 5 shared positions
$VZ$DUK$USB$PFE$T
$258M
628 positions
#14Paradigm Capital Management, LLC/NVActive
Some overlap · 5 shared positions
$VZ$DUK$USB$PFE$T
$116M
65 positions
#15FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 5 shared positions
$VZ$DUK$USB$PFE$T
$1.7B
256 positions
#16Kentucky Trust CoPassive
Some overlap · 5 shared positions
$IRM$DUK$USB$PFE$T
$208M
316 positions
#17AFFINITY INVESTMENT ADVISORS, LLCPassive
Some overlap · 5 shared positions
$VZ$SPG$PFE$F$T
$197M
140 positions
#18BCWM, LLCPassive
Some overlap · 6 shared positions
$VZ$DUK$PFE$T$IAU$USB
$342M
57 positions
#19Plan Group Financial, LLCPassive
Some overlap · 5 shared positions
$VZ$DUK$PFE$T$IAU
$486M
249 positions
#201834 INVESTMENT ADVISORS COPassive
Some overlap · 5 shared positions
$VZ$USB$PFE$F$T
$883M
211 positions
#21Manske Wealth ManagementPassive
Some overlap · 5 shared positions
$VZ$USB$T$F$PFE
$403M
226 positions
#22CORDA Investment Management, LLC.Active
Some overlap · 4 shared positions
$VZ$SPG$USB$PFE
$1.6B
85 positions
#23ATLANTIC FAMILY WEALTH, LLCSmart money
Some overlap · 4 shared positions
$VZ$DUK$USB$PFE
$156M
64 positions
#24Kepler Cheuvreux (Suisse) SAPassive
Some overlap · 4 shared positions
$VZ$SPG$PFE$T
$1.7B
162 positions
#25Valley Financial Group, Inc.Smart money
Some overlap · 4 shared positions
$VZ$IRM$T$PHK
$203M
62 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.